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Hedge Funds Similar to Noble Wealth PBC

13F Portfolio OverlapQ3 2026Noble Wealth PBC portfolio →
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Most similar hedge funds by 13F overlap

Noble Wealth Management PBC is an institutional investor managing $223M across 786 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Noble Wealth PBC are Thomas J. Herzfeld Advisors, Mission Hills Financial Advisory, Beta Wealth Group, with shared positions in $PDI, $FSCO, $FSSL, $PAXS, $RA, $BSTZ. The full ranking of 25 similar funds is below.

#1Thomas J. Herzfeld Advisors, Inc.Active
Notable overlap · 12 shared positions
$PDI$FSCO$FSSL$PAXS$RA$BSTZ
$326M
129 positions
#2Mission Hills Financial Advisory, LLCActive
Notable overlap · 4 shared positions
$PDI$PCN$FSCO$PTY
$228M
89 positions
#3Beta Wealth Group, Inc.Active
Notable overlap · 4 shared positions
$PDI$PTY$NOW$PLTR
$267M
114 positions
#4Wealth Care LLCActive
Notable overlap · 4 shared positions
$PDI$PAXS$IAU$BPRE
$123M
73 positions
#5Closed-End Fund Advisors, Inc.Passive
Notable overlap · 9 shared positions
$FINS$FSSL$RA$FSCO$BANX$BPRE
$102M
163 positions
#6Smith Asset Management Co., LLCActive
Notable overlap · 4 shared positions
$PCN$PDI$FLC$PTY
$123M
73 positions
#7LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$PDI$IAU$PLTR
$360M
139 positions
#8Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$PDI$MUA$PCN
$221M
70 positions
#9Rareview Capital LLCActive
Some overlap · 8 shared positions
$RA$DLY$FPF$TSI$BBN$PDX
$179M
51 positions
#10RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$FSCO$FSSL$BSTZ$BBN$PDX$MHD
$2.1B
585 positions
#11Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$PDI$FLC$RA
$143M
72 positions
#12ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 9 shared positions
$MMD$RFMZ$MUA$VFL$PMO$MHD
$226M
100 positions
#13Saba Capital Management, L.P.Passive
Some overlap · 4 shared positions
$ASA$BSTZ$BPRE$PDX
$3.9B
400 positions
#14Matisse CapitalPassive
Some overlap · 4 shared positions
$FSCO$FSSL$BPRE$VFL
$250M
158 positions
#15Elm3 Financial Group, LLCPassive
Some overlap · 3 shared positions
$PDI$PTY$PCN
$150M
150 positions
#16SIT INVESTMENT ASSOCIATES INCPassive
Some overlap · 4 shared positions
$FINS$TSI$BBN$RA
$5.3B
521 positions
#17Almitas Capital LLCActive
Some overlap · 3 shared positions
$ASA$FSSL$PDX
$417M
130 positions
#18Logan Stone Capital, LLCActive
Some overlap · 3 shared positions
$PTY$PDI$DLY
$473M
155 positions
#19CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$FSCO$FSSL$PLTR
$184M
143 positions
#20Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$MMD$MUA$MHD
$497M
120 positions
#21INTEGRATED CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$MMD$BBN$PMO$MHD
$139M
66 positions
#22Karpus Management, Inc.Passive
Some overlap · 3 shared positions
$FINS$BSTZ$MHD
$3.5B
233 positions
#23Arlington Capital Management, Inc.Passive
Some overlap · 4 shared positions
$FSCO$RA$PLTR$RFMZ
$161M
112 positions
#24ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$RA$IAU$MHD
$179M
84 positions
#25Uniting Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$BPRE$PLTR$NOW
$492M
207 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.